Cullinan Associates, Inc.

Overview

Cullinan Associates, Inc. is an SEC registered investment adviser based in Louisville, KY, registered since 1990. It reports $1.5B in assets under management across 632 accounts, with 17 employees. It has 4 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

100%

Accounts

632

Average account

$2.3M

Employees

17

Advisory reps

4

Registered since

1990

Jurisdictions

51

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Royden Keith Cullinan President, Principal CRD 4348043
• Brian Lewis Cullinan Principal, Chief Compliance Officer CRD 1157439

Advisory reps 3 of 4

• Eric Henry Bielefeld Investment Adviser Rep CRD 2290322
• Michael David Casey Investment Adviser Rep CRD 6224951
• Royden Keith Cullinan Investment Adviser Rep CRD 4348043

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

295 N Hubbards Ln Ste 203
Louisville, KY 40207

County

Jefferson

Metro area

Louisville/Jefferson County, KY-IN

Region

South

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: cullinan.com

Every state, with registration dates

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